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Wednesday, December 2, 2009, 4:15PM ET - U.S. Markets Closed. Dow Down 0.18% Nasdaq Up 0.42%
State Street Instl Equity 500 Index Svc (STBIX)On Dec 1: 9.38  Up 0.11 (1.19%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:16.82%
5-Year Average Return:0.10%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):15.36%
Worst 1-Yr Total Return (2008):-36.93%
Best 3-Yr Total Return (2004-6):10.07%
Worst 3-Yr Total Return (2006-8):-8.54%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSTBIXCategoryDiffIndex*Diff
Year To Date16.8218.65-1.8317.05-0.23
1-Month-1.91-2.180.27-1.86-0.05
3-Month5.425.080.345.48-0.06
1-Year9.5311.86-2.339.80-0.27
3-Year-7.17-6.78-0.39-7.02-0.15
5-Year0.100.49-0.390.33-0.23
Last Bull Market ( 28-Feb-09 to 30-Sep-09)45.5145.260.2545.76-0.25
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-18.07-15.99-2.08-18.250.18
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSTBIXCategoryDiff
2009N/AN/AN/A
2008
 
-36.93-37.790.86
2007
 
5.166.16-1.00
2006
 
15.3614.171.19
2005
 
4.555.88-1.33
2004
 
10.5710.020.55
2003N/A27.05N/A
2002N/A-22.25N/A
2001N/A-13.50N/A
2000N/A-6.31N/A
1999N/A20.16N/A
PAST QUARTERLY RETURNS (%) FOR STBIX 
Q1Q2Q3Q4
2009-11.0815.9215.54N/A
2008-9.57-2.81-8.38-21.68
20070.596.221.98-3.49
20064.13-1.575.636.55
2005-2.281.323.522.00
20041.611.69-1.979.17
2003N/A15.192.5612.09
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1147201356.98
1-Month443211021.00
3-Month668209031.96
6-Month942204945.97
1-Year960199948.02
3-Year722169442.62
5-Year605135244.75

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